Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Achieved an inflection to positive volume growth in Q4, with a 200 basis point sequential improvement driven by resilience in core market categories.
Realized $285 million in total fiscal 2026 synergies, exceeding initial year-one expectations by 10% through accelerated procurement and G&A initiatives. Successfully mitigated unprecedented input cost inflation via highly coordinated pricing actions and productivity improvements, particularly following Middle East supply chain disruptions. Sharpened portfolio focus by closing five divestitures in the second half of the year to prioritize higher-margin, higher-growth core categories.
Leveraged the Berry acquisition to unlock cross-selling opportunities, achieving half of the three-year revenue synergy target within the first year. Reported strong performance in noncore businesses due to broad-based operational initiatives and improved execution against a challenging macro backdrop. Projecting adjusted EPS of $1.80 to $1.90 for the six-month transition period ending December 31, 2026, assuming flat to modestly positive volumes.
Targeting double-digit adjusted EPS growth in calendar year 2027 as the business transitions to a 'clean year' post-integration. Expect to recover approximately $500 million in cash over the next 12 months, primarily through the reversal of working capital impacts related to the Middle East conflict. Anticipate reaching a leverage target of approximately 3x by the end of calendar year 2027, supported by robust free cash flow and synergy realization.
Maintaining a commitment to the $650 million three-year synergy target, with the majority of actions expected to be completed by year-end 2027. Free cash flow of $1.3 billion fell $200 million below outlook due to higher-than-expected accounts receivable and inventory impacts from the Middle East conflict. Transitioning to a new fiscal year-end, resulting in a one-time six-month reporting period to align financial cycles.
Divestitures completed to date are expected to create a $0.04 per share headwind to adjusted EPS in the upcoming transition period. Higher interest and tax expenses are projected to impact the transition period by $0.10 to $0.12 per share. Nvidia-level potential. 30M+ investors trust Moby to find it first.
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